Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inland Business Systems | Sacramento | CA | 05/2016 | 12/2017 |
| Hilltop Securities Inc | Dallas | TX | 01/2018 | 01/2022 |
| Avantax Investment Services, Inc. | Sacramento | CA | 01/2022 | 09/2025 |
| Avantax Advisory Services | Sacramento | CA | 01/2022 | 09/2025 |
| Avantax Insurance Services Llc | Sacramento | CA | 01/2022 | 09/2025 |
| Fass Wealth Strategies Group | Sacramento | CA | 02/2022 | Present |
| Cetera Wealth Services, Llc | Carmichael | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) FASS WEALTH STRATEGIES GROUP POSITION: Financial Advisor NATURE: Currently, FWSG is a marketing name for our group of registered representatives/investment advisor representatives and is not a division of the firm nor is it a legal entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2022 ADDRESS: 6535 Fair Oaks Blvd, Sacramento CA 95608, United States DESCRIPTION: Client financial advisory, retirement planning, and investment and wealth management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-11 |
Reach out to this advisor